Managing Group Membership

CAUTION

Discuss change precedence settings with Support to retain changes made to groups and ensure changes are not overwritten with the next roster import.

To add or remove group membership:

  1. Select the team context.
  2. In the left navigation menu Groups section, click the button for the group type (Broadcast Groups, Escalation Groups, or Smart Groups).
  3. In the list of groups, select the desired group and click the View Details button, to bring up the Viewing Group page.
  4. Click the Group Membership tab.
  5. In the tool bar, click Manage Membership.
  • To add a new user or group:
  1. In the Group Membership Editor dialog box, click the tab for the user or group to be added.
  2. Select the new user(s) or group(s) and click Add Selected to move the entry to the right-hand Members pane.
  3. Repeat as needed to add all users or groups.
  4. When all users or groups have been added, click Close.
  • To remove a user or group:
  1. In the Members pane of the Group Membership Editor dialog box, select the user(s) or group(s) to be removed, and click the Delete button.
  2. In the Delete Selected verification dialog box, click OK.
  3. Repeat as needed to remove users or groups.
  4. When finished, click Close.